When I first started writing about x86 CPUs Intel was on the verge of entering the enterprise space with its processors. At the time, Xeon was a new brand, unproven in the market. But it highlighted a key change in Intel's strategy for dominance: leverage consumer microprocessor sales to help support your fabs while making huge margins on lower volume, enterprise parts. In other words, get your volume from the mainstream but make your money in the enterprise. Intel managed to double dip and make money on both ends, it just made substantially more in servers.

Today Intel's magic formula is being threatened. Within 8 years many expect all mainstream computing to move to smartphones, or whatever other ultra portable form factor computing device we're carrying around at that point. To put it in perspective, you'll be able to get something faster than an Ivy Bridge Ultrabook or MacBook Air, in something the size of your smartphone, in fewer than 8 years. The problem from Intel's perspective is that it has no foothold in the smartphone market. Although Medfield is finally shipping, the vast majority of smartphones sold feature ARM based SoCs. If all mainstream client computing moves to smartphones, and Intel doesn't take a dominant portion of the smartphone market, it will be left in the difficult position of having to support fabs that no longer run at the same capacity levels they once did. Without the volume it would become difficult to continue to support the fab business. And without the mainstream volume driving the fabs it would be difficult to continue to support the enterprise business. Intel wouldn't go away, but Wall Street wouldn't be happy. There's a good reason investors have been reaching out to any and everyone to try and get a handle on what is going to happen in the Intel v ARM race.

To make matters worse, there's trouble in paradise. When Apple dropped PowerPC for Intel's architectures back in 2005 I thought the move made tremendous sense. Intel needed a partner that was willing to push the envelope rather than remain content with the status quo. The results of that partnership have been tremendous for both parties. Apple moved aggressively into ultraportables with the MacBook Air, aided by Intel accelerating its small form factor chip packaging roadmap and delivering specially binned low leakage parts. On the flip side, Intel had a very important customer that pushed it to do much better in the graphics department. If you think the current crop of Intel processor graphics aren't enough, you should've seen what Intel originally planned to bring to market prior to receiving feedback from Apple and others. What once was the perfect relationship, is now on rocky ground.

The A6 SoC in Apple's iPhone 5 features the company's first internally designed CPU core. When one of your best customers is dabbling in building CPUs of its own, there's reason to worry. In fact, Apple already makes the bulk of its revenues from ARM based devices. In many ways Apple has been a leading indicator for where the rest of the PC industry is going (shipping SSDs by default, moving to ultra portables as mainstream computers, etc...). There's even more reason to worry if the post-Steve Apple/Intel relationship has fallen on tough times. While I don't share Charlie's view of Apple dropping Intel as being a done deal, I know there's truth behind his words. Intel's Ultrabook push, the close partnership with Acer and working closely with other, non-Apple OEMs is all very deliberate. Intel is always afraid of customers getting too powerful and with Apple, the words too powerful don't even begin to describe it.

What does all of this have to do with Haswell? As I mentioned earlier, Intel has an ARM problem and Apple plays a major role in that ARM problem. Atom was originally developed not to deal with ARM but to usher in a new type of ultra mobile device. That obviously didn't happen. UMPCs failed, netbooks were a temporary distraction (albeit profitable for Intel) and a new generation of smartphones and tablets became the new face of mobile computing. While Atom will continue to play in the ultra mobile space, Haswell marks the beginning of something new. Rather than send its second string player into battle, Intel is starting to prep its star for ultra mobile work.

Haswell is so much more than just another new microprocessor architecture from Intel. For years Intel has enjoyed a wonderful position in the market. With its long term viability threatened, Haswell is the first step of a long term solution to the ARM problem. While Atom was the first "fast-enough" x86 micro-architecture from Intel, Haswell takes a different approach to the problem. Rather than working from the bottom up, Haswell is Intel's attempt to take its best micro-architecture and drive power as low as possible.

What's great is that Anand's been doing this for 15 years, has hired new editors along the way, and the quality hasn't wavered. I'm glad they haven't polluted their front page with shallow tech blogging like other sites I once enjoyed.

I can't imagine this hobby without this site. I got into PC building just as it came online and have depended on it ever since.Reply

I disagree. Ryan Smith's 660TI article had some ridiculous conclusions and went on and on about a bandwidth issue that isn't an issue at 1920x1200. As evidenced by the fact that in their own tests it beat the 7950B in 6 games by OVER 20% but lost in one game by less than 10 at 1920x1200. Read the comments section where I reduced his arguments to rubble. He went on about a dumb Korean monitor you'd have to EBAY to get (or amazon from a guy with ONE review, no phone, no faq page, no domain, and a gmail account for help...LOL), and runs in 2560x1440. If his conclusions were based on 1920x1200 like he said (which he repeated to me in the comments yet touts some "enthusiast 2560x1440" korean monitor as an excuse for his conclusions), he would have been forced to say the truth which was as his benchmarks showed and hardocp stated. It wipes the floor with the 7950B, just as the 680 does with the 7970ghz (yea, even in MSAA 8x) where they also proved only 1 in 4 games was even above 30fps...@2560x1600 with high AA which is why its pointless to draw conclusions based on 2560x1600 as Ryan did. Heck 2 of the 4 games at hardocp's high AA article didn't even reach above 20fps (15 & 17, and if bandwidth is an issue how come the 660TI won anyway?...LOL)

Ryan was reduced to being a fool when I was done with him, and then Jarred W. came in and insinuated I was a Ahole & uninformed...ROFL. I used all of his own data from the 660TI & 7970B & 7970ghz edition articles (all by Ryan!) to point out how ridiculous his conclusions were. When a card loses 6 out of 7 games, you leave out Starcraft 2 (which you used for 2 previous articles 1 & 2 months before, then again IMMEDIATELY after) which would have shown it beating even the 7970ghz edition (as all the nv cards beat it in that game, hence he left it out), you claim some Korean Ebay'd monitor as a reason for your asinine conclusions (clear bias to me), in the 6 games it loses by an avg of 20% or more at the ONLY res 68 24in monitors on newegg use (or below, most 1920x1080, not even 1920x1200, only <2% in steampowered.com hardware survey have above 1920x1200 and most with dual cards in that case), you've clearly WAVERED in your QUALITY since Anand took up mac's/phones.

I'm all for trying to save AMD (quit lowering your prices idiots, maybe you'll make some money), but stooping to dumb conclusions when all of your own evidence points in the exact opposite direction is really shady. Worse it was BOTH editors, as Ryan gave up (the evidence was voluminous, he wisely ran and hid) Jarred stepped in to personally attack me instead of the data...ROFLMAO. You know you've lost when you say nothing about my numbers at all, and resort to personal attacks. Ryan nor Jarred are dumb. They should have just admitted the article was full of bias or just changed the conclusion and moved on. With all the evidence I pointed out I wouldn't have wanted it to be in print any longer. It's embarrassing if you read the comments section after the article. You go back and realize what they did and wonder what the heck Ryan was thinking. He said that same crap in his next article. Either he loves AMD, gets money/hardware or something or maybe he just isn't as smart as I thought :)

Anand's last hardware article on haswell said it would be a "MONSTER" but it's graphics won't catch AMD's integrated gpu and we only get 5-15% on the cpu side for a TOCK release. 2x gpu doesn't mean much with it being 9 months away and won't even catch AMD if they sit still. OUCH. So basically much ado about nothing on the desktop side, with a hope they can do something with it in mobile below 10w (only a tablet even then). I was pondering waiting for the "MONSTER" but now I know I'll just buy an Ivy at black friday...ROFL. What monster? In this article he says Broadwell is now the "monster"...heh. Bah...At least I got to read this before black friday. I would have been ticked had I read this after it hoping for the desktop monster. Since AMD now sucks on the cpu side we get speed bin bumps for microarchitecure TOCK's instead of 25-40% like the old days. I pray AMD stops the price war with NV and starts taking profits soon.

If it wasn't for their advantage on the integrated gpu, they'd be bankrupt already and they will be there by xmas 2014 at the current burn of 650mil/year losses (they only have 1.5Bil in the bank and billions in debt compared to 3.5B cash for NV and no debt, never mind giving up the race to Intel who dwarfs NV by 10x on all fronts). AMD's only choice will be to further reduce their stock value by dilution of shares (AGAIN!) which will finally put them out to pasture. Hopefully someone will pick up their IP, put a few billion in it and compete again with Intel (samsung, ibm, NV if amd stock drops to $1 by then, even they could do it). Otherwise, my next card/cpu upgrade after black friday will cost $1000 each as NV/INTC suck us all dry. There stock is already WAY down in credit rating (B+ last I checked, FAR from NV AAA), and they are listed as 50% chance of bankruptcy vs. all their competitors at 1% chance (intc, qcom, nvda, samsung etc). The idea they'll take over mobile is far fetched at best. I see nowhere but down for their share price. That sucks. I hate apple, but at this point I wouldn't even mind if they picked them up and ran with AMD's cpu mantle. We might start getting ivy 3770's (or the next king) at prices less than $329 then! The first sale I've seen was $309 in my email from newegg this weekend and that sucks in 7 months. No speed upgrades, no price drops, just the same thing for 7 months with no pressure from a competitive-less AMD. Their gpu sucks compared to 660ti (hotter, noisy, less perf), so no black friday discount. You either go AMD for worse but savings or pay through the nose for NV. Same with Intel and the cpu. In that respect I guess I get Ryan trying to save them...ROFL. But prolonging the inevitable isn't helping, I'd rather have them go belly up now and someone buy the cpu and run with it before it's so far behind Intel they can't fix it no matter who buys the IP. I digress...Reply

God that was painful to even attempt to read. :/ Comparing AMD vs. nVidia to AMD vs. Intel is foolish in the extreme (there's a rather significant difference in the cost/performance balance, where AMD and nVidia are actually competitors) so I feel justified in not reading most of that screed.Reply

Mmh, I've also noticed how Anand seems to have become quite an Apple fan. Don't get me wrong, I love his reviews, and Anandtech as a whole. But the fact that Anand always keeps talking about Apple is an eyesore to me. Particularly annoying in this article was how he mentioned "iPad form factor" as if it was the only tablet out there. Why not say "tablet form factor" instead? Would have been a lot more neutral. Also it seemed to confuse someone in to thinking Apple might be putting Haswell in to a new iPad.Reply

Agreed. The Apple devotion has gone too far and the editorial balanced has been lost. The podcasts -in particular- are basically an advertising campaign for Apple and a thinly disguised excuse for Anand & Friends to praise everything Apple. So I do not listen to them.

The articles though -like this one about Haswell- are still worth reading. You still get as much gratuitous Apple references as Anand can throw in but there is also plenty of substance for everyone else.Reply

It's not "devotion", it's simply an accurate description of the market. How many iPads are out there? 100 million. One tenth of a BILLION. One for every 70 people on the planet. Well over half of Fortune 500 companies use them. Hospitals use them. Pilots use them. Name one other tablet that comes close to that sort of market penetration. When Apple decides to make their own silicon for their devices, it's a big, big deal.

For the record, I don't have one. I just understand the significance of the 800 pound gorilla. Reply